$141 Million is the total value of Mezzasalma Advisors, LLC's 87 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHW | New | SCHWAB CHARLES CORP | $3,234,727 | – | 61,755 | +100.0% | 2.29% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $1,637,991 | – | 18,450 | +100.0% | 1.16% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $629,322 | – | 8,602 | +100.0% | 0.44% | – |
| AMAT | New | APPLIED MATLS INC | $245,660 | – | 2,000 | +100.0% | 0.17% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $210,081 | – | 545 | +100.0% | 0.15% | – |
| TXN | New | TEXAS INSTRS INC | $208,331 | – | 1,120 | +100.0% | 0.15% | – |
| SBUX | New | STARBUCKS CORP | $202,610 | – | 1,946 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TESLA INC | 12 | Q3 2023 | 23.3% |
| APPLE INC | 12 | Q3 2023 | 10.0% |
| ALPHABET INC | 12 | Q3 2023 | 7.9% |
| META PLATFORMS INC | 12 | Q3 2023 | 7.1% |
| VISA INC | 12 | Q3 2023 | 4.5% |
| AMAZON COM INC | 12 | Q3 2023 | 4.1% |
| BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 5.5% |
| ADOBE SYSTEMS INCORPORATED | 12 | Q3 2023 | 3.2% |
| ZOOM VIDEO COMMUNICATIONS IN | 12 | Q3 2023 | 3.8% |
| NETFLIX INC | 12 | Q3 2023 | 2.6% |
View Mezzasalma Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-28 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-31 |
View Mezzasalma Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.